While word of mouth, digital marketing and professional networks are still the main ways accounting firms promote themselves, an entirely new path has emerged over the past few years: AI. With more ...
Tech-forward accounting firms — including those listed in this year's Best Firms for Technology — have devoted a lot of time and resources toward improving the client experience, particularly when it ...
Fidelity is reinforcing its commitment to supporting growth-focused advisors with new additions to its custodial tech suite. On Monday, it announced the launch of Wealthscape Intelligence, a new ...
KPMG is actively using AI to “drive bold, fast, and responsible transformation and reimagine how we deliver value,” according to Short Hills Office Managing Partner Jeff Knight. “We are investing in ...